Pre invoices

List of paragraphs:

Pre invoices module is for managing pre invoices.

Pre invoices list

Select module Pre invoices to see pre invoices list:

Use Search or filters to find specific pre invoice/es.

Creating pre invoice

1
Select module Pre invoices and press Create new pre invoice:

2
Fill in the details, mandatory fields are marked *:

3
Select items to add to pre invoice – do not forget to click blue tick.
4
Press Save or Save and Send if you want to send pre invoice to your client.

Reviewing pre invoice

To review pre invoice, press on its number:

See all the information about pre invoice and select action:

  •          Record payment – status will change from unpaid to paid.
  •          Convert to invoice – invoice will be created with the identical information.

Creating related entries 

1
To create a related entry, select review, then choose entry type, for example, Tasks, and select New Task.

2
Describe task and press Save.
3
Task will appear both in pre invoice card and in Tasks module.
4
To create a related task, also use this button:

Editing and deleting

To edit pre invoice, use Options menu: 

Also, edit pre invoice while reviewing: 

To delete pre invoice, use More

More button also allows to change status, mark as draft or copy pre invoice.

To enter settings about deleting pre invoices, follow this article.

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